With GetW9’s QuickBooks® integration, you can import vendors from QuickBooks into GetW9 to send W-9 requests, and export vendors back to QuickBooks once W-9 forms are completed. This guide will walk you through both processes step by step.

Importing Vendors from QuickBooks into GetW9

Step 1 – Navigate to Integrations

From your GetW9 Dashboard, click on Integrations in the left menu.

Step 2 – Select Import Vendors

Choose your connected QuickBooks® company and click Import Vendors.

Step 3 – Choose Vendors to Import

Select the vendors you want to bring into GetW9.

• If a vendor has no W-9, a new request will be created.

• If a vendor already has an active W-9 request, importing will move the old request to Trash and create a new one.

• If a vendor has a completed W-9, a new W-9 request will be sent.

Once ready, click Proceed to Import.

Step 4 – W-9 Requests Sent

The selected vendors will automatically receive W-9 requests in GetW9. You can track them under Vendor W-9 Requests.

Exporting Vendors from GetW9 to QuickBooks®

Step 1 – Select Export Vendors

Go to Integrations → choose your company → click Export Vendors.

Step 2 – Choose Vendors to Export

Select the vendors whose W-9s are completed and ready to sync back to QuickBooks®.

• Blue background = New vendors → will be created in QuickBooks®

• Yellow background = Existing vendors → will be updated in QuickBooks® with new tax ID, address, or contact details.

Click Export Selected Vendors to QuickBooks.

Step 3 – Vendors Exported

Once complete, the vendors will appear in your QuickBooks® account.